Planning Consultant - Grand Blanc, MI

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

Responsibilities

Offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation; Develop an engagement strategy that meets each client's planning needs; Conduct joint client appointments and deliver personalized financial consultations through Fidelity's offerings; Create and maintain an organized client contact strategy; Engage business partners and use tools such as Salesforce; Build long-lasting, meaningful relationships with clients; Promote a collaborative environment by mentoring and supporting fellow associates; Make outbound calls to further educate clients and uncover opportunities; Uncover additional complex planning opportunities and partner with the Financial Consultant or Wealth Planner to develop further

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Minimum 2 years of financial services or relevant experience; Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families; Ability to profile to understand planning needs and identify appropriate solutions; Vested interest in building relationships and being an advocate for clients; Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals; Comfortable making outbound calls to further educate clients and uncover opportunities; Series 07 - FINRA; Series 63 - FINRA

Nice to have

CFP® Certification